Deploying Enterprise Systems How to Select, Configure, Build, Deploy, and Maintain a Successful ES in Your Organization

1.    INTRODUCTION

1.1   The Challenge to Deploy Enterprise Systems

1,2   10 Reasons Projects Fail

1.3   Benefits and Risks to Deploy an ES

1.4   Translate Organization’s LR Goals into ES       

         Requirements

1.5    The Audience for This Book

1.6    Organization of This Book

1.7    Summary

2.     ORGANIZE AND MANAGE ES PROJECTS

2.1     ES Project Life Cycle  

2.2     Define Roles and Responsibilities  

2.3     Create Roles and Responsibilities Chart

2.4     Define Project Organization Chart

2.5     Monitor and Control Project Tasks

2.6     Project Manager Skills

2.7     Business Management Skills  

2.8     Technical Management Skills 

2.9     Summary

3.       CHOOSE ES SOLUTION  

3.1    Organize Selection Process 

3.2    Define High Level Requirements

3.3   Identify ES Products That Match Requirements

3.4   Issue RFP and Evaluate Vendor Proposals

3.5 Select the ES Product That Best Meets the Requirements 

3.6 Prepare Preliminary List of Custom Changes

3.7 Prepare Business Case and Recommendation for the Project Steering Committee

3.8 Summary

4.  PLAN ES PROJECT

4.1 Prepare Project Plan Documents

4.2 Prepare Project Schedule

4.3 Prepare Deliverables, Issues and Risks Logs 

4.4 Prepare Project Budget

4.5 Establish Standards to Build an Enterprise System

4.6 Hold Project Kickoff Meetings

4.6 Begin Staffing the Project

4.7 Summary

5. DESIGN ES SOLUTION

5.1 Design Enterprise System

5.2 Define Requirements for Configuration 

5.3 Define Requirements for Custom Changes

5.4 Prepare Requirements for Data Migration

5.5 Define Requirements for Technical Architecture

5.6 Prepare Traceability Matrix

5,7 Revise Project Schedule & Budget

5.8 Summary

6. BUILD ENTERPRISE SYSTEM

6.1      Configure OOTB Functions

6.2      Customize OOTB Functions

6.3      Modify Legacy Data and Migrate to the New System

6.4      Prepare Programs for Systems Administration Functions

6.5      Form Test Team

6.6     Prepare Test Plan and Calendar

6.7     Setup Systems Test Platform

6.8      Prepare Test Data and Cases

6.9      Train Test Team

6,10   Conduct System Test

6.11   Fix Defects and Retest

6.12   Compliance Test for ES Systems

6.13    Summary

7. DEPLOY ENTERPRISE SYSTEM

7.1 Complete Go Live Tasks

7.2 Prepare Deployment Plan

7.3 Setup Support and Help Desk

7.4 Train Users

7.5 Launch Deployment

7.6 Monitor Deployment 

7.7 Summary

8. COMPLETE ES PROJECT CYCLE

8.1 Introduction

8.2 Archive Project Documents

8.3 Close Vendor Contracts

8.4 Submit Project Review

8.5 Reassign Project Team Members

8.6 Begin Planning for Next Project Cycle

8.7 Summary

APPENDIX

A.  Glossary

BIBLIOGRAPY   

 INDEX

Biography

David Mattson is a partner at Biopharma Consulting and previously at CSC Consulting. He has led Enterprise Systems (ES) projects for Johnson & Johnson, Federal Express, Clemson University, NYU Langone, the Department of Homeland Security, and several startup firms. In addition, he has directed multiple projects to replace an organization’s ERP system with a new ES. His expertise in managing IT projects includes:

• Client projects for 2 major consulting firms (BearingPoint, CSC)
• Enterprise Systems projects with staffs of 5 to 20 and budgets of $1M- $20M
• Implementing ES for Human Resources, Finance, Purchasing, Supply Chain, Manufacturing, Sales, Marketing, and R&D
• Responsibility for: Project Plans (project charter, schedule, resources, budgets, issues/risks, project metrics, and deliverables and Project Management;  planning scope, issues/risks, schedule, budget, and quality and reporting project status to the program steering committee.)
• Managing global project teams (IT, consultants, and business teams)
• Strong customer focus and ability to manage client expectations
• Project Management Professional Certification (PMI)

David has a BS in Engineering and an MBA from Wharton at the University of Pennsylvania.